Mario Gabelli

Mario Gabelli

Last Update: 08-05-2015

Number of Stocks: 834
Number of New Stocks: 35

Total Value: $18,456 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mario Gabelli Watch

  • An Attractive Dividend Stock in the Utility Sector

    In this article, let's take a look at Scana Corp. (NYSE:SCG), a $7.72 billion market cap South Carolina corporation that is engaged in the generation, transmission, distribution and sale of electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers.


    Hedge fund activity

      


  • Good News for Cameron's Investors

    In this article, let's take a look at Cameron International Corp. (NYSE:CAM), an $11.82 billion market cap company. Cameron is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems and related oilfield services products.


    Recent news

      


  • Mario Gabelli Reveals His Top Picks for Your Portfolio

    Mario Gabelli (Trades, Portfolio) has been appearing on Wall Street Week since 1982. His most recent appearance was just last week.


    Gabelli has a knack for buying companies that are subsequently taken over for a premium.

      


  • Weekly CEO Buys Highlight: Tesla, Opko, MasTec, NSA Trust, Conifer Holdings

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Tesla Motors Inc.: CEO, 10% owner Elon Musk bought 82,645 shares

      


  • A Look at Recent Insider Buys

    The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "August 2015."


    According to the above filters, the following are the recent buys from company insiders over the past week:

      


  • Insider Keeps on Buying Sprint Corp.

    The All-In-One Guru Screener can be used to find insider buys over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration from/to "August 2015."


    According to the above filters, the following are the recent buys from company insiders over the past week:

      


  • Cameron International Faces Difficult Outlook for Next Quarter

    In this article, let's take a look at Cameron International Corp. (NYSE:CAM), a $8.67 billion market cap company, which is a leading international manufacturer of oil and gas blowout preventers, flow control valves, surface and subsea production systems and related oilfield services products.


    Main risk

      


  • Columbia Wanger Sells 22 Stakes in Second Quarter

    Chicago-based Columbia Wanger (Trades, Portfolio) serves mostly investment companies, managing mutual funds for its clients. It prides itself on taking a restrained approach, pinpointing risks to achieve consistent returns.


    Columbia Wanger (Trades, Portfolio) bought 13 new stakes in the second quarter, but it was the stakes the firm sold out that got the most attention. Columbia Wanger (Trades, Portfolio) sold 22 stakes in the second quarter.

      


  • Estée Lauder: A Company That Could Surprise the Market Again

    In this article, let's take a look at The Estée Lauder Companies Inc. (NYSE:EL), a $33.68 billion market cap company, which is one of the world's leading manufacturers and marketers of skin care, makeup and fragrance products.


    Innovation

      


  • Dean Foods' Aggressive Policy Impacts Its Sales

    Dean Foods Co. (DF) processes and distributes milk, other fluid dairy products, and plant-based beverages in the United States, North America as well as Europe. Its business has two segments: Fresh Dairy Direct and The WhiteWave Foods Company. Fresh Dairy Direct processes and distributes fluid milk and other dairy products in the United States. Its product portfolio includes milk, ice cream, cultured dairy products, creamers, ice cream mix and other dairy products that sold under more than 50 familiar local and regional brands and an array of private labels. It also produces and distributes Tru Mo flavored milk. It currently operates 79 manufacturing facilities in 32 states.


    The price of the stock has dropped today by more than 4% following news about its second-quarter results and the sudden departure of its chairman.

      


  • Precision Castparts: Buffett's Biggest Deal

    The oracle of Omaha said that Berkshire will pay $235 per share in cash for Precision Castparts Corp. (NYSE:PCP)´s outstanding stock. The deal is valued at about $37.2 billion, including debt.


    GuruFocus DCF Calculator gives a fair value of $249.46 per share, with 138.9 million shares outstanding, the total value of the Precision Castparts is $34.6 billion, which is very close to the deal price. Shares of the company surged more than 19%, or $37, to $230.85 in early trading today.

      


  • Cablevision Surpasses Estimates and Delivers Attractive Return

    In this article, let's take a look at Cablevision Systems Corporation (NYSE:CVC), a $7.78 billion market cap company, which is one of the largest U.S. cable multiple system operator, it offers Optimum brand cable, Internet and voice services to about 3 million subscribers in the New York tri-state area.


    The company reported higher-than-expected results in the second quarter of 2015. Net income from continuing operations was $75.6 million or $0.27 per share compared with $94.2 million or $0.34 per share in the year ago quarter. EPS outpaced analyst´s estimates of $0.24. Total revenue was at $1,653.4 million beating analyst´s estimates of $1,648 million and up 1.6% year over year. By segments, the cable segment’s revenues were $1,481.1 million, up 1.8% year over year and were divided like this:

      


  • Weekly CEO Buys Highlight: SHLD, ENH, APD, KS, TEP

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    Sears Holdings Corp.: CEO, 10% owner buys 377,950 shares

      


  • GAMCO Investors' Top Buys in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Gamco Investors Inc. reported a total value of its portfolio of $18.4 billion with a decrease of 3.16% since the previous quarter.


    During Q2 2015, the hedge fund bought 41 new stocks and increased 176 stakes. The following are the most heavily weighted buys of U.S. companies during the quarter.

      


  • Brian Shore, Chairman of the Board and CEO of Park Electrochemical Corp. (PKE), bought 10,000 shares of the company at an average price of $17.70 on 08/05/2015

    Brian Shore (Insider Trades), chairman of the board and CEO of Park Electrochemical Corp. (PKE), bought 10,000 shares of the company on Aug. 5. The average price per share was $17.70, for a total transaction of $177,000. Park Electrochemical Corp. specializes in polymer chemistry formulation and coating technology. The company develops and manufactures radio frequency and microwave printed circuit materials for telecommunications and internet infrastructure. PKE’s market cap is 367.53 million, and P/S ratio is 2.45.


    Shore sold 477,200 shares of PKE in 14 transactions, and bought 10,000 shares of the company in one transaction since December 2012. Park Electrochemical President and COO, Christopher Mastrogiacomo (Insider Trades), bought 1,000 shares of PKE at an average price of $21.82 per share on May 14. This is Mastrogiacomo’s only transaction with the company. There were 41 insider trades with the company since July 2004; PKE insiders made five transactions totaling 13,160 shares, and 36 transactions totaling 588,656 shares since then. The earliest insider buy of the company decreased about 20% since purchase in June 2006. The number and volume of insider buys increased from 2013 to 2015, corresponding to a decrease in month-end price during that period of time. 1438966556954.png 1438966566624.png The volume and number of insider buys increased from 910 to 11,250 shares, and one to two trades. The month-end price in 2013 ranged from approximately $25 to $27 per share, while the month-end price for the first two-thirds of 2015 ranged from about $21 to $17 per share. For more information about insider transactions with Park Electrochemical Corp., click here.

      


  • Hedge Funds Are Bearish on Kimberly-Clark Corporation

    In this article, let's take a look at Kimberly-Clark Corporation (NYSE:KMB), a $42.5 billion market cap company, which is best known for brands such as Kleenex, Scott, Huggies and Kotex.


    Forward looking

      


  • One Capital Management Cuts Stake in General Electric

    At the end of the second quarter of 2015, the hedge fund One Capital Management reported a total value of its portfolio of $348,999,000 with an increase of 4.90% over the previous quarter.


    During Q2 2015, the hedge-fund sold out 12 stocks and reduced 31 stakes, and the following are the most heavily weighted sales.

      


  • The Gabelli Asset Fund Q2 Shareholder Commentary

    To Our Shareholders,

      


  • Mario Gabelli's Top 5 New Stock Buys of Q2

    Gabelli’s second quarter portfolio, reported Wednesday, shows that managers bought 35 new stocks during the quarter. The total number of stocks in GAMCO’s portfolio stood at 834, with a cumulative value of $18.5 billion.


    The new purchases did not significantly shake up his portfolio, however, with none appearing in the top 10% of the holdings.

      


  • LendingTree Climbs Despite Doubts of Business

    During the last trading sessions, share price of LendingTree Inc (TREE) has risen by 40% after recent reports of results of the last quarter (Q2 2015).


    The company reported a positive net income of $4.7 million while during the same quarter of the last year it reported a loss. Revenue jumped 139% year over year and 29% from the first quarter of the year.

      


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